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Trust Services

Help your plan go according to plan. SECU partners with Members Trust Company1 to offer comprehensive Trust and Fiduciary Services to our members.

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Plan for now and tomorrow

SECU Trust Services through Members Trust Company provides members access to a team of trust and investment professionals dedicated to their fiduciary needs, from Corporate Trustee Services to Estate Settlement Services and more.

Local relationships, local expertise

Our team has the knowledge and experience to provide Trust Services to members through local relationships across North Carolina. However, if you or your loved ones live elsewhere, we are still here to help.

  • Benefit from objectivity

    We are an unbiased, third-party professional who has the experience and expertise to administer your estate plan as intended.

  • Maintain family harmony

    We can help relieve your loved ones from the burden of dealing with the complexities of administering an estate or Trust during a difficult time.

  • Enjoy peace of mind

    You have enough going on. Know you have a professional team in place to take care of you and your loved ones.

Services to fit your situation

We understand that every estate plan is unique, and no family has the same dynamics or needs. We offer solutions tailored to meet the specific needs of your family while managing your assets professionally and privately.

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Corporate Trustee Services

SECU Trust Services has experience managing a variety of Trusts including supplemental or special needs Trusts, Trusts for spendthrift beneficiaries, and charitable Trusts. 

As a corporate trustee, SECU Trust Services can review and pay bills, manage real estate, handle the Trust’s tax filings, provide detailed account statements to beneficiaries, and more.

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Agent for Trustee Services

We provide professional asset management and bill paying services to individuals who are serving as a trustee and need help with Trust management.

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Estate Settlement Services

When family members are grieving, we can help relieve them from the burden of settling your final affairs and closing your estate. From filing a Will to distributing assets to your beneficiaries, our estate settlement team ensures your plan is carried out according to your wishes. 

As corporate executor, we have experience collecting assets, preserving and valuing property, preparing accountings, handling creditor claims, filing tax returns, and making distributions to individuals and charities.

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FlexIRA™

Members Trust Company’s FlexIRA combines the tax benefits of an Individual Retirement Account (IRA) with the control and flexibility of a Trust. Open a FlexIRA with SECU Trust Services to conveniently coordinate your retirement assets with your overall estate plan.

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Members Trust Company

Founded in 1987, Members Trust Company is the first national trust and investment firm owned by and for America’s credit unions and regulated by the Office of the Comptroller of the Currency.

Management and staff of Members Trust Company are charged with a corporate mandate from Members Trust Company’s credit union owners to look after and protect your best interests.

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Frequently asked questions about Trust Services

Related resources

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    Guide to the Different Types of Trusts

    A Trust legally allows you to specify how, when, and to whom your assets will be distributed. Learn about the different kinds of Trusts and which you might need.
    Read article
  • woman with hand on man's shoulder

    article

    What To Do When a Loved One Dies

    When a loved one dies, the last thing you want is a complicated process. Know what’s next with these simplified steps.
    Read article
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  1. Trust Services offered through Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust products are not Credit Union deposits, are not insured by the NCUA or any other federal government agency, are not obligations of or guaranteed by the Credit Union, Members Trust Company or any affiliated entity, and involve investment risks, including the possible loss of principal. The material in this presentation is for educational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or tax professional.
  2. The FlexIRA™ offers additional beneficiary options compliant with the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.
  3. State Employees’ Credit Union (“SECU” or the “Credit Union”), through Members Trust Company (“MTC”), offers estate planning resources and education to members. The Estate Planning Essentials Program (“the Program”) is an optional service available to Credit Union members. Attorneys participating (“participating attorneys”) in the Program are not employees or agents of the Credit Union, MTC, or any affiliated entity. SECU trust representatives are not employees or agents of the participating attorneys. The Credit Union and MTC do not provide legal advice or services and are not responsible for the services provided by the participating attorneys or other independent professionals. Credit Union members generally may use a participating attorney through the Program, or select their own independent attorney outside of the Program.